Senior Technical Business Analyst

1 Month ago • 5 Years + • Business Analysis

Job Summary

Job Description

Salesforce is seeking a Senior Technical Business Analyst to manage the CPQ Approval Rules configuration system on the Salesforce platform. This role involves configuring, maintaining, and enhancing approval processes, managing change requests, and translating stakeholder needs into functional requirements. Responsibilities include Salesforce administration, testing configurations, maintaining stakeholder relationships, collaborating with IT teams, ensuring adherence to change management and data governance standards, owning SOX-related controls, and maintaining comprehensive documentation.
Must have:
  • 5+ years in business analysis or system configuration
  • Salesforce Administrator certification or equivalent experience
  • Translate business requests into functional configurations
  • Manage business process analysis and requirements gathering
  • Excellent communication and stakeholder management skills
  • Strong problem-solving skills
Good to have:
  • Salesforce Advanced Administrator certification
  • Experience with compliance controls (SOX, HIPAA)
  • Experience with CPQ, Quote-to-Cash, Sales Operations
  • Familiarity with Salesforce DevOps tools
  • Exposure to scripting or software development
  • Self-starter with ability to navigate ambiguity
Perks:
  • Time off programs
  • Medical, dental, vision, mental health support
  • Paid parental leave
  • Life and disability insurance
  • 401(k)
  • Employee stock purchasing program

Job Details

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Finance

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

We are seeking a highly motivated Senior Technical Business Analyst to serve as the primary owner of our CPQ Approval Rules configuration system within the Salesforce platform. This role plays a critical part in ensuring the accuracy, efficiency, and compliance of our Configure-Price-Quote (CPQ) approval processes. The ideal candidate will combine strong business analysis skills with Salesforce platform expertise to manage approval workflows, support evolving business needs, and drive continuous improvement. This role focuses heavily on Salesforce administration, stakeholder engagement, and process design, offering the opportunity to lead key initiatives that impact quoting, sales operations, and compliance.

Responsibilities:

  • Serve as the primary owner and subject matter expert for the CPQ Approval Rules configuration system on the Salesforce platform.

  • Lead the configuration, maintenance, and enhancement of Salesforce-based approval processes.

  • Manage the intake, prioritization, and delivery of change requests related to the Approval Rules process.

  • Translate stakeholder requests into clear functional and system requirements to guide Approval Rule configurations within Salesforce environments.

  • Perform Salesforce administration tasks such as rule configuration, access management, and reporting.

  • Develop and execute test cases to ensure system configurations match desired functionality and business requirements.

  • Maintain strong relationships with stakeholders and business partners and serve as Subject Matter Expert and technical advisor for all things related to CPQ Approval Rules.

  • Collaborate closely with IT and development teams to define, prioritize, and deliver system features, enhancements, and defect resolutions.

  • Ensure adherence to change management processes and data governance standards.

  • Own and execute SOX-related controls tied to the approval process, ensuring consistent documentation and audit readiness.

  • Maintain comprehensive documentation of configurations, processes, and approval logic.

Minimum Qualifications:

  • Bachelor’s degree or equivalent experience in a pertinent field.

  • 5+ years of experience in business analysis, system configuration, or related technical business roles.

  • Salesforce Administrator certification or corresponding experience managing configurations in the Salesforce platform.

  • Proven ability to translate business requests into functional/system configurations.

  • Demonstrated experience managing business process analysis and requirements gathering initiatives.

  • Excellent organizational, communication, and stakeholder management skills.

  • Strong problem-solving skills with the ability to navigate complex process and technical scenarios.

Preferred Qualifications:

  • Salesforce Advanced Administrator certification.
    Experience owning and executing compliance controls or other governance-related processes (SOX, HIPAA, PCI DSS, or similar).

  • Experience with CPQ, Quote-to-Cash, and Sales Operations processes.

  • Familiarity with Salesforce DevOps tools and release management processes.

  • Exposure to scripting, software development, or system integration projects.

  • Highly-motivated self-starter with the ability to navigate ambiguity and changing environments.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

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